Case Management Software
Law Firms trust us with their data, financial transactions and client communication.
Organize and secure your case data
Keep track of all your leads, clients, case details and documents in one online system.
Document and form management
Generate retainers, send for electronic signatures, and upload and manage case documents, photos, medical records, statements, police reports, insurance information and more...
Track time and expenses by case
Input time and expenses with notes and run reports by client and case.
Appointment and task reminders
Schedule appointments or tasks with reminders and stay organized, on task and get reminders of upcoming things to do.
Communicate securely with clients through their online account (client portal).
Make documents available to clients and let them upload case files from their portal into their case file.
Increase transparency and improve client satisfaction with an online account.
Got workflow or no flow?
Workflows are extremely valuable for tracking the status of every lead, case and important milestones. Link workflows to tasks and client communication and you could have a well-oiled case management machine.
Improve visibility and accountability and make sure that no lead, case or client communication opportunity is missed.